Dear Friends and Partners –
The second quarter of 2023 hosted several notable events for the firm amid…
Date: April 2023Topic: 1Q23 Letter
Partners, Advisors, and Friends –
As of 1Q23, Fund I is marked at REDACTED.
A tale of two cities
Partners, Advisors, Friends:
We’re pleased to check in with our 2022 letter.
Date: November 2022
Topic: 3Q22 Letter
End of year is squarely in our sights and we are beginning to see fissures in the dealmaking backlog, a harbinger for an active period ahead.
Date: August 2022
Topic: 2Q 2022 Letter
Partners, Advisors, and Friends:
A lot has changed in the last 6 months.
Much has already been said about the macro, but it’s worth restating. Inflation accelerated…
The emergence and proliferation of AI in the enterprise is a trend we have invested behind for the past three…
